The Eye Physicians 401(k) Profit Sharing Plan
Sponsored by The Eye Physicians, Llc · EIN 842440535 · Plan #001
- Total assets
- $37.6M
- Net assets
- $37.6M
- Active participants
- 175
- With balances
- 253
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Joseph Group Llc CRD 165311 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Trust Company | Recordkeeping fees | $79,148 |
| The Joseph Group Llc | Investment advisory (participants), Investment advisory (plan) | $9,145 |
| Principal Life Insurance Company | Recordkeeping fees | $3,161 |